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Total earnings from November 1998 to April 2024: $22,016.00.

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Tabular Portfolio Value

Holding 1
  • Cost: $5,000.00
  • Holding: November 1998
  • Fixed Rate: 3.30%
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
1998 - Inflation: 0.86% 1998
Composite: 5.05%
$5,000.00 $5,020.00
1999 Inflation: 0.86% Inflation: 1.76% 1999
Composite: 5.05% Composite: 6.88%
$5,042.00 $5,062.00 $5,084.00 $5,104.00 $5,126.00 $5,148.00 $5,168.00 $5,190.00 $5,212.00 $5,234.00 $5,256.00 $5,286.00
2000 Inflation: 1.76% Inflation: 1.91% Inflation: 1.52% 2000
Composite: 6.88% Composite: 7.18% Composite: 6.39%
$5,316.00 $5,346.00 $5,376.00 $5,406.00 $5,436.00 $5,468.00 $5,500.00 $5,532.00 $5,566.00 $5,598.00 $5,632.00 $5,662.00
2001 Inflation: 1.52% Inflation: 1.44% Inflation: 1.19% 2001
Composite: 6.39% Composite: 6.23% Composite: 5.72%
$5,692.00 $5,722.00 $5,752.00 $5,782.00 $5,812.00 $5,842.00 $5,872.00 $5,902.00 $5,932.00 $5,962.00 $5,994.00 $6,022.00
2002 Inflation: 1.19% Inflation: 0.28% Inflation: 1.23% 2002
Composite: 5.72% Composite: 3.87% Composite: 5.80%
$6,050.00 $6,080.00 $6,108.00 $6,136.00 $6,166.00 $6,186.00 $6,206.00 $6,226.00 $6,246.00 $6,266.00 $6,286.00 $6,316.00
2003 Inflation: 1.23% Inflation: 1.77% Inflation: 0.54% 2003
Composite: 5.80% Composite: 6.90% Composite: 4.40%
$6,346.00 $6,376.00 $6,406.00 $6,438.00 $6,468.00 $6,504.00 $6,542.00 $6,578.00 $6,616.00 $6,654.00 $6,692.00 $6,716.00
2004 Inflation: 0.54% Inflation: 1.19% Inflation: 1.33% 2004
Composite: 4.40% Composite: 5.72% Composite: 6.00%
$6,740.00 $6,766.00 $6,790.00 $6,814.00 $6,840.00 $6,872.00 $6,904.00 $6,938.00 $6,970.00 $7,002.00 $7,036.00 $7,070.00
2005 Inflation: 1.33% Inflation: 1.79% Inflation: 2.85% 2005
Composite: 6.00% Composite: 6.94% Composite: 9.09%
$7,106.00 $7,140.00 $7,176.00 $7,212.00 $7,248.00 $7,290.00 $7,330.00 $7,372.00 $7,414.00 $7,456.00 $7,500.00 $7,556.00
2006 Inflation: 2.85% Inflation: 0.50% Inflation: 1.55% 2006
Composite: 9.09% Composite: 4.32% Composite: 6.45%
$7,612.00 $7,668.00 $7,726.00 $7,784.00 $7,840.00 $7,868.00 $7,896.00 $7,924.00 $7,952.00 $7,980.00 $8,010.00 $8,052.00
2007 Inflation: 1.55% Inflation: 1.21% Inflation: 1.53% 2007
Composite: 6.45% Composite: 5.76% Composite: 6.41%
$8,096.00 $8,138.00 $8,182.00 $8,224.00 $8,268.00 $8,308.00 $8,346.00 $8,386.00 $8,426.00 $8,466.00 $8,506.00 $8,550.00
2008 Inflation: 1.53% Inflation: 2.42% Inflation: 2.46% 2008
Composite: 6.41% Composite: 8.22% Composite: 8.30%
$8,596.00 $8,642.00 $8,686.00 $8,732.00 $8,778.00 $8,838.00 $8,896.00 $8,956.00 $9,016.00 $9,078.00 $9,138.00 $9,200.00
2009 Inflation: 2.46% Inflation: -2.78% Inflation: 1.53% 2009
Composite: 8.30% Composite: 0.00% Composite: 6.41%
$9,262.00 $9,326.00 $9,390.00 $9,452.00 $9,518.00 $9,518.00 $9,518.00 $9,518.00 $9,518.00 $9,518.00 $9,518.00 $9,568.00
2010 Inflation: 1.53% Inflation: 0.77% Inflation: 0.37% 2010
Composite: 6.41% Composite: 4.87% Composite: 4.05%
$9,618.00 $9,670.00 $9,720.00 $9,772.00 $9,824.00 $9,864.00 $9,904.00 $9,942.00 $9,982.00 $10,022.00 $10,064.00 $10,098.00
2011 Inflation: 0.37% Inflation: 2.30% Inflation: 1.53% 2011
Composite: 4.05% Composite: 7.98% Composite: 6.41%
$10,132.00 $10,166.00 $10,200.00 $10,234.00 $10,268.00 $10,336.00 $10,402.00 $10,470.00 $10,540.00 $10,608.00 $10,678.00 $10,734.00
2012 Inflation: 1.53% Inflation: 1.10% Inflation: 0.88% 2012
Composite: 6.41% Composite: 5.54% Composite: 5.09%
$10,790.00 $10,848.00 $10,904.00 $10,962.00 $11,020.00 $11,070.00 $11,120.00 $11,172.00 $11,222.00 $11,274.00 $11,326.00 $11,374.00
2013 Inflation: 0.88% Inflation: 0.59% 2013
Composite: 5.09% Composite: 4.50%
$11,422.00 $11,470.00 $11,518.00 $11,566.00 $11,614.00 $11,658.00 $11,700.00 $11,744.00 $11,788.00 $11,832.00 $11,876.00 $11,920.00
2014 Inflation: 0.59% Inflation: 0.92% Inflation: 0.74% 2014
Composite: 4.50% Composite: 5.17% Composite: 4.80%
$11,964.00 $12,008.00 $12,054.00 $12,098.00 $12,144.00 $12,196.00 $12,248.00 $12,300.00 $12,352.00 $12,406.00 $12,458.00 $12,508.00
2015 Inflation: 0.74% Inflation: -0.80% Inflation: 0.77% 2015
Composite: 4.80% Composite: 1.67% Composite: 4.87%
$12,556.00 $12,606.00 $12,656.00 $12,706.00 $12,756.00 $12,774.00 $12,792.00 $12,810.00 $12,826.00 $12,844.00 $12,862.00 $12,914.00
2016 Inflation: 0.77% Inflation: 0.08% Inflation: 1.38% 2016
Composite: 4.87% Composite: 3.46% Composite: 6.11%
$12,966.00 $13,018.00 $13,070.00 $13,122.00 $13,176.00 $13,214.00 $13,252.00 $13,290.00 $13,328.00 $13,366.00 $13,404.00 $13,472.00
2017 Inflation: 1.38% Inflation: 0.98% Inflation: 1.24% 2017
Composite: 6.11% Composite: 5.29% Composite: 5.82%
$13,540.00 $13,608.00 $13,676.00 $13,744.00 $13,814.00 $13,874.00 $13,934.00 $13,996.00 $14,056.00 $14,118.00 $14,180.00 $14,248.00
2018 Inflation: 1.24% Inflation: 1.11% Inflation: 1.16% 2018
Composite: 5.82% Composite: 5.56% Composite: 5.66%
$14,316.00 $14,384.00 $14,454.00 $14,524.00 $14,592.00 $14,658.00 $14,726.00 $14,794.00 $14,862.00 $14,930.00 $14,998.00 $15,068.00
2019 Inflation: 1.16% Inflation: 0.70% Inflation: 1.01% 2019
Composite: 5.66% Composite: 4.72% Composite: 5.35%
$15,138.00 $15,208.00 $15,280.00 $15,350.00 $15,422.00 $15,482.00 $15,542.00 $15,602.00 $15,664.00 $15,724.00 $15,786.00 $15,856.00
2020 Inflation: 1.01% Inflation: 0.53% Inflation: 0.84% 2020
Composite: 5.35% Composite: 4.38% Composite: 5.01%
$15,926.00 $15,996.00 $16,066.00 $16,138.00 $16,208.00 $16,266.00 $16,326.00 $16,384.00 $16,444.00 $16,504.00 $16,562.00 $16,630.00
2021 Inflation: 0.84% Inflation: 1.77% Inflation: 3.56% 2021
Composite: 5.01% Composite: 6.90% Composite: 10.54%
$16,700.00 $16,768.00 $16,838.00 $16,908.00 $16,976.00 $17,072.00 $17,170.00 $17,266.00 $17,364.00 $17,462.00 $17,562.00 $17,712.00
2022 Inflation: 3.56% Inflation: 4.81% Inflation: 3.24% 2022
Composite: 10.54% Composite: 13.08% Composite: 9.89%
$17,866.00 $18,018.00 $18,174.00 $18,330.00 $18,488.00 $18,684.00 $18,882.00 $19,082.00 $19,286.00 $19,490.00 $19,698.00 $19,858.00
2023 Inflation: 3.24% Inflation: 1.69% Inflation: 1.97% 2023
Composite: 9.89% Composite: 6.74% Composite: 7.31%
$20,018.00 $20,180.00 $20,342.00 $20,506.00 $20,672.00 $20,786.00 $20,902.00 $21,018.00 $21,134.00 $21,250.00 $21,368.00 $21,496.00
2024 Inflation: 1.97% - 2024
Composite: 7.31%
$21,626.00 $21,754.00 $21,886.00 $22,016.00
Jan. Feb. March April May June July Aug. Sept. Oct. Nov. Dec.
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